Civic Intelligence

Boston Charitable Trust Fund City of Boston Trust Office

990 • Fiscal year 2022 • EIN 04-6528581

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

Organization ProfileN/A
Boston City Hall M-5Boston, MA 02201

(617) 635-4140

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.63x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

8.55x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

1st percentile

-841%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

95th percentile

$163,796

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 309.6% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

5th percentile

-38%

Faster asset growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$722,934

Down $450,282 (-38%) from 2021

Net Assets

Down

$270,382

Down $444,993 (-62%) from 2021

Liabilities

Down

$452,552

Down $5,289 (-1.2%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Down

$52,908

Down $4,441,235 (-99%) from 2021

Expenses

Down

$497,900

Down $14,152,496 (-97%) from 2021

Net Income

Up

-$444,992

Up $9,711,261 (+96%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $5,686,242Liabilities 2010: $5,287,980Net Assets 2010: $398,2622010Assets 2011: $5,175,978Liabilities 2011: $4,887,580Net Assets 2011: $288,3982011Assets 2012: $6,220,030Liabilities 2012: $6,027,981Net Assets 2012: $192,0492012Assets 2013: $6,089,386Liabilities 2013: $6,014,212Net Assets 2013: $75,1742013Assets 2014: $5,164,404Liabilities 2014: $5,125,158Net Assets 2014: $39,2462014Assets 2015: $6,760,835Liabilities 2015: $6,733,297Net Assets 2015: $27,5382015Assets 2016: $5,776,634Liabilities 2016: $5,749,383Net Assets 2016: $27,2512016Assets 2017: $479,615Liabilities 2017: $449,081Net Assets 2017: $30,5342017Assets 2018: $485,206Liabilities 2018: $450,816Net Assets 2018: $34,3902018Assets 2019: $495,630Liabilities 2019: $452,133Net Assets 2019: $43,4972019Assets 2020: $13,199,861Liabilities 2020: $2,328,233Net Assets 2020: $10,871,6282020Assets 2021: $1,173,216Liabilities 2021: $457,841Net Assets 2021: $715,3752021Assets 2022: $722,934Liabilities 2022: $452,552Net Assets 2022: $270,3822022Assets 2023: $754,346Liabilities 2023: $456,429Net Assets 2023: $297,9172023Assets 2024: $792,408Liabilities 2024: $456,619Net Assets 2024: $335,7892024Assets 2025: $672,943Liabilities 2025: $456,358Net Assets 2025: $216,5852025

Highlighted filing

2022

Assets$722,934
Liabilities$452,552
Net Assets$270,382
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MExpenses 2010: $25,9052010Revenue 2011: $15,134Expenses 2011: $124,998Net Income 2011: -$109,8642011Expenses 2012: $121,1672012Revenue 2013: $11,102Expenses 2013: $127,977Net Income 2013: -$116,8752013Revenue 2014: $10,744Expenses 2014: $46,672Net Income 2014: -$35,9282014Revenue 2015: $9,617Expenses 2015: $21,325Net Income 2015: -$11,7082015Revenue 2016: $15,249Expenses 2016: $15,536Net Income 2016: -$2872016Revenue 2017: $4,396Expenses 2017: $1,113Net Income 2017: $3,2832017Revenue 2018: $6,595Expenses 2018: $2,739Net Income 2018: $3,8562018Revenue 2019: $16,120Expenses 2019: $7,013Net Income 2019: $9,1072019Revenue 2020: $31,296,432Expenses 2020: $20,468,301Net Income 2020: $10,828,1312020Revenue 2021: $4,494,143Expenses 2021: $14,650,396Net Income 2021: -$10,156,2532021Revenue 2022: $52,908Expenses 2022: $497,900Net Income 2022: -$444,9922022Revenue 2023: $32,625Expenses 2023: $5,089Net Income 2023: $27,5362023Revenue 2024: $39,359Expenses 2024: $1,487Net Income 2024: $37,8722024Revenue 2025: $23,185Expenses 2025: $142,389Net Income 2025: -$119,2042025

Highlighted filing

2022

Revenue$52,908
Expenses$497,900
Net Income-$444,992
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.2
Gross Receipts
$52,908
Mission and Program Overview

Mission

To fund other charitable organizations which engage in charitable scientific, literary, or educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$486,724$487,569▲ $845
Cash and Non-Interest-Bearing Accounts$497,491$222,826▼ $274,665
Accounts Receivable$180,000$0▼ $180,000
Investments Other Securities$9,001$12,539▲ $3,538
Total Assets$1,173,216$722,934▼ $450,282
Liabilities
Other Liabilities$452,070$445,197▼ $6,873
Accounts Payable and Accrued Expenses$5,771$7,355▲ $1,584
Total Liabilities$457,841$452,552▼ $5,289
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$715,375$270,382▼ $444,993
Total Net Assets Fund Balance$715,375$270,382▼ $444,993
Total Liabilities and Net Assets / Fund Balance$1,173,216$722,934▼ $450,282
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleOtherTotal
Maureen GarceauFirst Asst. Collector/treasurer$149,037$149,037
Inez FosterBoard Member$110,408$110,408
Brianna MillorChairperson$67,598$67,598
John RomanoBoard Member$53,903$53,903
Kevin TranBoard Member$48,360$48,360

Board Members and Trustees

NameTitle
Dion IrishTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,334
Program Service Revenue
$0
Investment Income
$1,574
Other Revenue
$0
All Other Contributions
$51,334
Change in Net Assets
$-444,992

Audited Revenue Reconciliation

Revenue per Audited Statements
$52,908
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$52,908
Total Revenue per Form 990
$52,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$490,000
Other Expenses$7,900
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$490,000--$490,000
Fees for Services Accounting-$5,953-$5,953
Other Expenses-$19-$19
Total Functional Expenses$490,000$7,900$0$497,900

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$497,901
Total Expenses per Audited Statements$497,901
Total Expenses per Form 990$497,901
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard Street Neighborhood Health CenterBoston, MA-To Provide Financial Relief to Recipients During the Covid-19 Pandemic.$60,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Due to Others$445,197
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Explanation: organization is run through the city of boston trust department. The department determines which charities will benefit from investment income from agency funds.”

Form 990, Part VI, Section A, Line 8B

“Explanation: organization is run through the city of boston trust department. The department determines which charities will benefit from investment income from agency funds.”

Form 990, Part VI, Section B, Line 11B

“Explanation: the treasurer or assigned employees review the form 990 and all attachments and gives its authorization to file all applicable returns.”

Form 990, Part VI, Section C, Line 19

“Explanation: the organization makes its governing documents available for public inspection upon written request.”

Filing and Contact Details

Filer

Filer Name
Boston Charitable Trust Fund
EIN
04-6528581
Phone
6176354140
Address
BOSTON CITY HALL M-5, BOSTON, MA 02201

Signing Officer

Name
Maureen Garceau
Title
First Asst Collector/treasurer
Phone
6176354140
Signed
2023-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maureen Garceau
Formed
1985
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withum Smith Brown Pc
Address
25 BRAINTREE HILL OFC PK SUITE 102, BRAINTREE, MA 02184
Preparer
Steven J Cohen
Phone
6174711120
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a committee whose purpose is the oversight and review of the financial statements audited by an independent accountant. The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 410 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: ORGANIZATION IS RUN THROUGH THE CITY OF BOSTON TRUST DEPARTMENT. THE DEPARTMENT DETERMINES WHICH CHARITIES WILL BENEFIT FROM INVESTMENT INCOME FROM AGENCY FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: ORGANIZATION IS RUN THROUGH THE CITY OF BOSTON TRUST DEPARTMENT. THE DEPARTMENT DETERMINES WHICH CHARITIES WILL BENEFIT FROM INVESTMENT INCOME FROM AGENCY FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: THE TREASURER OR ASSIGNED EMPLOYEES REVIEW THE FORM 990 AND ALL ATTACHMENTS AND GIVES ITS AUTHORIZATION TO FILE ALL APPLICABLE RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPLANATION: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A COMMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$722,934
Liabilities
$452,552
Net assets
$270,382
Revenue
$52,908
Expenses
$497,900
Net income
-$444,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.46$0.22$0.02$0.14$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.46$0.34$0.04$0.00$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.46$0.30$0.03$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.45$0.27$0.05$0.50$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.46$0.72$4.49$14.7$10.2
2020Detailed filing. Detailed filing data is available for this year.$13.2$2.33$10.9$31.3$20.5$10.8
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.45$0.04$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.45$0.03$0.01$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.45$0.03$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.78$5.75$0.03$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.76$6.73$0.03$0.01$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.16$5.13$0.04$0.01$0.05$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$6.01$0.08$0.01$0.13$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$6.03$0.19$0.12
2011Summary only. Only limited summary data is available for this year.$5.18$4.89$0.29$0.02$0.12$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$5.29$0.40$0.03